NFP Retirement Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,689
+169
| +5% | +$49.8K | 0.07% | 126 |
|
|
2025
Q1 | $875K | Sell |
3,520
-86
| -2% | -$21.4K | 0.07% | 128 |
|
|
2024
Q4 | $793K | Sell |
3,606
-268
| -7% | -$58.9K | 0.06% | 142 |
|
|
2024
Q3 | $856K | Sell |
3,874
-62
| -2% | -$13.7K | 0.07% | 133 |
|
|
2024
Q2 | $681K | Sell |
3,936
-197
| -5% | -$34.1K | 0.06% | 149 |
|
|
2024
Q1 | $789K | Buy |
4,133
+2,145
| +108% | +$410K | 0.07% | 136 |
|
|
2023
Q4 | $325K | Buy |
1,988
+2
| +0.1% | +$327 | 0.06% | 181 |
|
|
2023
Q3 | $279K | Buy |
1,986
+2
| +0.1% | +$281 | 0.05% | 189 |
|
|
2023
Q2 | $265K | Sell |
1,984
-17
| -0.8% | -$2.28K | 0.05% | 195 |
|
|
2023
Q1 | $262K | Buy |
2,001
+2
| +0.1% | +$262 | 0.05% | 202 |
|
|
2022
Q4 | $282K | Buy |
1,999
+3
| +0.2% | +$423 | 0.06% | 194 |
|
|
2022
Q3 | $237K | Buy |
1,996
+45
| +2% | +$5.35K | 0.06% | 197 |
|
|
2022
Q2 | $275K | Buy |
1,951
+47
| +2% | +$6.64K | 0.07% | 190 |
|
|
2022
Q1 | $248K | Buy |
+1,904
| New | +$248K | 0.06% | 191 |
|